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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,723 | $148,629-93.5% | $135,982-92.8% | $139,487-93.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.72% | 79.33%-65.6pp | 68.32%-54.6pp | 373.84%-360.1pp |
| Employer contribution / active EE | $3,654 | $5,247-30.3% | $4,859-24.8% | $4,755-23.1% |
| Participant deferral / active EE | $1,957 | $8,102-75.9% | $7,760-74.8% | $6,713-70.8% |
| Admin fee / account holder | $143 | $12,406-98.8% | $10,767-98.7% | $11,407-98.7% |